Our Team

Kamden D. Kanaly has dedicated his professional career to providing wealthy families with objective investment and financial advice. KDK PWM represents a commitment to carrying on the values that his family passed on to him: client-centric thinking, innovative advances, and a deep respect for personal service and transparency.

In 1975, his grandfather founded Kanaly Trust Company in Houston, TX. Shortly thereafter his father and uncles joined the company. The family business grew over its 40-year run into a multi-billion dollar AUM wealth management firm. Following in their footsteps, Kamden spent five years with Kanaly Trust in his role as Vice President – Relationship Manager and served as a member of Kanaly’s Investment Committee.

Prior to joining Kanaly in 2012, he held analyst and client advisor roles at Amegy Bank and Morgan Stanley. After the merger between Kanaly Holdings (Trust) and Mercer Advisors in 2016, and then Kanaly Trust’s subsequent sale to National Advisors Trust Company in 2017, he spent one year with Mercer Advisors in a similar role.

Kamden, his wife Kim, and their two young children live in Houston.

Jill is committed to bringing her institutional client service experience and deep understanding of the investment landscape to help families realize their financial goals. She is drawn to the Firm’s commitment to providing innovative, comprehensive, and personalized wealth management solutions and has a particular passion for assisting families with navigating the financial considerations of planning for a loved one with special needs.

Jill joins KDK PWM after spending more than fifteen years in various business development and investor relations positions in the private equity space. Most recently, she oversaw business development and investor relations for RiverRock Funds, a boutique, non-correlated private equity manager based in Austin and Houston serving institutional partners, family offices and high net worth individuals across the country and offshore. Previously, she was based in Dallas, where she was responsible for institutional fundraising for Highland Capital Management, an alternative credit manager, and investor relations for Lone Star Funds, a global distressed private equity firm. Jill is a licensed Certified Public Accountant and started her career in the external audit division of Ernst & Young in Dallas.

Born in Minnesota, Jill has spent most of her life in Texas, where she graduated from the University of Texas at Austin. She graduated with a Bachelor of Business Administration (BBA) and went on to earn her Master in Professional Accounting from the McCombs School of Business at UT, Austin and holds her FINRA Series 65 License.

Jill, her husband Jock, and their three children reside in Houston.

Christie earned a Masters of Investment Management and Financial Analysis from Creighton University and received her Bachelor of Business Administration in Finance from the University of Houston-Downtown, graduating cum laude. She is a member of the Beta Gamma Sigma International Honor Society, a national scholastic honor society in the field of business administration.

Before joining our team, Christie spent eight years working at Kanaly Trust as a Senior Investment Specialist and Portfolio Analyst. After the sale of Kanaly Trust to Mercer Advisors, Christie stayed at Mercer Advisors as a portfolio analyst and worked closely with other team members to implement Mercer Advisor’s overall investment strategy. She performed manager due diligence, utilizing Morningstar Direct and Bloomberg, as well as met with managers Kanaly partnered with, for performance and allocation review. She maintained investment models and tracked and reported on performance and quantitative statistics of investment models.

Dan Roberts’ career has spanned over 30 years in financial services. He is a graduate from the University of Iowa and furthered his education with a Master’s in Business Management and Leadership from Briar Cliff University. Dan’s registrations include the series 4 (options), 7 (general securities representative), 24 (general securities principal), 53 (municipal securities principal), 54 (municipal advisory principal) and 66 (uniform combined state law and investment adviser law).

Dan began his professional career at AmeriTrade where he progressed in learning the various back-office functions of a clearing firm as a Senior Margins/Options Analyst . He has held various positions at Securities America Advisors, Warner Group (CCO), Nationwide (Field Supervisory Principal), and at Guardian (Senior Field Principal).   Most recently, Dan joined Patten Training & Review as a Consultant, performing compliance and supervisory functions to clients.

He has significant experience with Form B/D, Form ADV, auditing (internal and SRO), Books & Records management, WSP and RIA Compliance Manual writing, advertising review, new business review, options and municipal supervision, and additional functions and requirements of B/D and RIA firms.

Dan believes that developing and nurturing strong inter-personal relationships is the key to everything he does, both professionally and personally. Dan and his wife enjoy travelling, including frequent visits to each of their five grown children.

Brittany leverages her keen attention to detail and strong organization skills in helping the KDK PWM team manage client relationships, service accounts, and facilitate the onboarding of new clients and new assets. As a trusted liaison, Brittany works to ensure the seamless management of our clients’ portfolios and is committed to fostering strong, lasting client relationships.

Brittany has spent more than a decade in the financial industry, where she has had responsibilities for client service, portfolio management, financial analysis and risk assessment, and client reporting.

Outside of work, Brittany enjoys spending quality time with her husband and two children. They especially enjoy attending concerts and cheering on their favorite teams at live sporting events.

Brittany holds a Bachelor’s degree in Business Administration and Management from Sam Houston University.